Senior Learning Specialist (Virtual/Remote)

    • Newark, NJ

At Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry. We offer an inclusive work environment where financial professionals and managers can develop to their full potential and strengthen their communities. Prudential Advisors is presently looking for a Senior Learning Specialist to join their Agency Training Implementation team focusing on their Wealth Management Center of Excellence (COE). This Senior Learning Specialist, Wealth Management COE reports directly to the Wealth Management Center of Excellence leader.

The Senior Learning Specialist has two key areas of responsibility. The primary one is the facilitation, delivery, and consultative activities of the Wealth Management COE curriculum and training and development events for Advisors and Management. The secondary, but as important, responsibility is the review, participation in the designing of, and updating of the producer and management curriculum, training processes, and key consultative development initiatives through the Wealth Management COE on a national scope.

In this role you will:

  • Facilitate, deliver, and coach to the COE curriculum and Training & Development events for Advisors and Management
  • Identify gaps in skills and knowledge in the curriculum and training processes for their work stream's COE on a national scope
  • Communicate these gaps, recommend and implement solutions partnering with the Director, COE, the Curriculum design team, and Subject Matter Experts
  • Focus on achieving the performance objectives and metrics, on a national scope, for the COE in partnership with the Director
  • Synthesize information from the metrics and a variety of sources to maintain an overall picture of the centralized learning organization's COE efforts and impact in the field
  • Recommend and facilitate solutions when problems are identified
  • Participate as a member of the Talent Development's Managers team, understanding the strategic goals of the centralized learning organization and the COE on a national scope, providing feedback on how the COE can optimally support the achievement of these goals
  • Communicate key issues to the Director to identify additional strategies, curriculum, and learning events, for the COE that would be needed at a national scope for producer and management development in the field
  • Ensure the utilization and implementation of all training methods at a national level (with a heavy emphasis on technology and virtual tools) for the Center of Excellence, based upon the field needs, COE training topics, and Professional Development and Prudential Advisors initiatives and key strategies
  • Ensure that there is strong collaboration with the field and Center of Excellence on a national scope that provide for the development of Financial Professional's skills and knowledge
  • Work with the Director to ensure that the field leadership understand how the COE supports the achievement of the firms WIGs and objectives
  • Partner with all COE Managers and home office Subject Matter Expert teams for cross training in each division and the execution nationally of the training strategy and curriculum of the COE

This position can be located in our Newark, NJ office or virtual from a home office in another state.

  • Bachelor's degree or related work experience
  • Series 7, 65 or 66 required
  • Five plus years of experience in Investment Advisory product.
  • Five plus years of experience with working on remote teams, facilitating and coordinating training and development processes, and projects
  • Experience facilitating and delivering training to groups of people who are both experienced and inexperienced and coaching them on execution and implementation of the training
  • Experiencing working on centralized training teams who are specialists that support the field
  • Strong leadership skills
  • Strong coaching skills
  • Strong communication skills
  • Analytical skills and experience in identifying gaps in skills and knowledge
  • Strong relationship building, partnering, interpersonal, and collaboration skills
  • Problem solving skills and the ability to recommend and implement creative solutions for skill and process improvements
  • Strong facilitation and presentation skills especially in the area of virtual training and development
  • Demonstrated ability and skills to operate independently on a national scope
  • Travel into Newark and other office locations for training, 25-50%

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